Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Columbia Columbia Overseas Value Fund in their Schedule of Assets, totaling $5.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BRAY INTERNATIONAL, INC. BRAY INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 902 | $109.7M | $5.2M |
| 2 | ALPINE LUMBER COMPANY ALPINE LUMBER COMPANY 401(K) PLAN | WESTMINSTER CO | 600 | $28.0M | $167K |
| 3 | HOUSING ASSISTANCE CORPORATION HOUSING ASSISTANCE CORPORATION EMPLOYEE PENSION PLAN |
HYANNIS MA |
| 114 |
| $5.9M |
| $79K |
| 4 | THE WOODLANDS CHRISTIAN ACADEMY THE WOODLANDS CHRISTIAN ACADEMY 403(B) PLAN | THE WOODLANDS TX | 179 | $7.0M | $77K |
| 5 | OGRE HOLDINGS, LLC OGRE HOLDINGS, LLC 401(K) PROFIT SHARING PLAN & TRUST | TIPTON IN | 148 | $10.9M | $76K |
| 6 | TAPECON, INC. TAPECON, INC. 401(K) PROFIT SHARING PLAN | BUFFALO NY | 92 | $9.3M | $76K |
| 7 | CORIUM, LLC CORIUM, LLC 401(K) PLAN | CAMBRIDGE MA | 109 | $31.0M | $63K |
| 8 | AFFORDABLE INTERIOR SYSTEMS, INC. AFFORDABLE INTERIOR SYSTEMS, INC. 401(K) PLAN | LEOMINSTER MA | 883 | $30.5M | $39K |
| 9 | FAIRFIELD-MAXWELL LTD. FAIRFIELD RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 57 | $37.1M | $9K |
| 10 | ZP GROUP ZP GROUP PLAN B | MCLEAN VA | 384 | $13.0M | $1K |
